Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are primarily asset-based, calculated quarterly based on a tiered percentage of your portfolio's market value. The percentage varies based on the tier, with lower rates for larger portfolios. Fees are billed in advance each quarter. Fees are negotiable based on complexity, location, and tenure. Hourly consulting is available up to $400/hour. Fixed-dollar fees may be charged for investment management or consulting services. Financial planning services are also available, with fees agreed upon in advance.
Areas of Practice
Advisor Information
Office location
Port Orchard, WA
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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